All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI vs. QQQI vs. SPY vs. QQQ vs. PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
JEPI × 		+14.28%
+5.16%/yr 		+4.99%/yr
R2=0.701
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI × 		+50.25%
+16.59%/yr 		+16.10%/yr
R2=0.905
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY × 		+49.04%
+16.23%/yr 		+15.06%/yr
R2=0.893
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ × 		+63.11%
+20.25%/yr 		+19.20%/yr
R2=0.876
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI × 		−1.49%
−0.56%/yr 		+4.29%/yr
R2=0.304
PIMCO Dynamic Income Fund NYSE Mutual Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Fri 2026-09-25 Start
Value 		End
Value
JEPI × 		$10,000.00
2024-01-30 		$11,428.30
2026-09-25
QQQI × 		$10,000.00
2024-01-30 		$15,025.20
2026-09-25
SPY × 		$10,000.00
2024-01-30 		$14,904.33
2026-09-25
QQQ × 		$10,000.00
2024-01-30 		$16,310.68
2026-09-25
PDI × 		$10,000.00
2024-01-30 		$9,851.27
2026-09-25

This Year’s Performance

through 2026-09-25

  YTD YoY
JEPI × 		+0.99% +4.96%
QQQI × 		+11.08% +15.53%
SPY × 		+10.03% +14.57%
QQQ × 		+17.37% +21.87%
PDI × 		−14.24% −20.06%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−3.23%
on 2026-09-25
from 2026-02-27 peak 		−14.46%
on 2025-04-08
from 2024-11-29 peak
QQQI × 		−0.15%
on 2026-09-25
from 2026-09-22 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak
SPY × 		−1.00%
on 2026-09-25
from 2026-08-13 peak 		−19.12%
on 2025-04-08
from 2025-02-19 peak
QQQ × 		−0.42%
on 2026-09-25
from 2026-09-22 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak
PDI × 		−20.78%
on 2026-09-25
from 2025-10-09 peak 		−21.56%
on 2026-09-24
from 2025-10-09 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+4.96% +6.10%
+3.00%/yr 		+21.61%
+6.74%/yr 		+16.78%
+3.15%/yr 		—
QQQI × 		+15.53% +36.05%
+16.64%/yr 		— — —
SPY × 		+14.57% +29.97%
+14.01%/yr 		+69.57%
+19.25%/yr 		+51.71%
+8.69%/yr 		+200.54%
+11.63%/yr
QQQ × 		+21.87% +45.33%
+20.55%/yr 		+92.95%
+24.49%/yr 		+67.78%
+10.90%/yr 		+384.55%
+17.09%/yr
PDI × 		−20.06% −13.15%
−6.81%/yr 		+13.83%
+4.41%/yr 		−12.93%
−2.73%/yr 		+22.62%
+2.06%/yr

Annual Returns

Year JEPI QQQI SPY QQQ PDI
2026 (YTD) +0.99% +11.08% +10.03% +17.37% −14.24%
2025 +5.28% +15.53% +14.65% +17.63% +8.18%
2024 +9.43% +17.08% +21.39% +22.06% +13.92%
2023 +6.27% — +22.09% +49.84% +8.37%
2022 −9.35% — −23.15% −36.67% −22.03%
2021 +13.54% — +20.27% +19.04% +0.72%
2020 +16.76% — +16.74% +46.63% −11.17%
2019 — — +28.29% +35.86% +19.50%
2018 — — −6.35% −2.00% +5.34%
2017 — — +19.19% +29.92% +16.14%
2016 — — +9.73% +4.92% +14.90%
2015 — — +0.50% +8.64% +1.78%
2014 — — +12.61% +18.29% +19.40%
2013 — — +30.35% +34.61% +10.04%
2012 — — +14.01% +16.10% +22.42%
2011 — — −1.04% +0.40% —
2010 — — +13.36% +18.14% —
2009 — — +23.01% +50.60% —
2008 — — −36.85% −41.78% —
2007 — — +1.01% +14.35% —
2006 — — +13.00% +4.51% —
2005 — — +1.35% −1.80% —
2004 — — +7.21% +7.05% —
2003 — — +25.82% +46.91% —
2002 — — −23.41% −38.82% —
2001 — — −13.10% −34.36% —
2000 — — −12.70% −38.21% —
1999 — — +17.24% +75.08% —
1998 — — +26.65% — —
1997 — — +31.24% — —
1996 — — +18.63% — —
1995 — — +34.61% — —
1994 — — −2.22% — —
1993 — — +6.22% — —